Project overview
The goal was to create an automated integration using Integromat that connects Pipedrive CRM modules.
When a new deal is created, the automation finds the associated person, and all their files are copied to the deal. If new files are added to the person after the deal is created, they are also synced to the latest deal.
The scenario handles multi-user triggers, zero-attachment filtering, and includes logic for dealing with different file-association types in Pipedrive.
Amazinggggg
I would recommend to everyone
- Deshpyarsingh (Broadway Funding)
Key features delivered
- Webhook trigger for new deal creation
- Dynamic person lookup from deal
- Attachment listing and JSON parsing
- File download and upload across modules
- Note filtering
- Error handling for missing attachments or notes
- Support for multiple team users under one Pipedrive account
- Maintains sync between Person and Deal file attachments
Screenshots
Automation scenario in Integromat showing modules for Pipedrive integration, file processing, and error handling.
Technology stack
Pipedrive CRM
Make.com
JSON parsing
HTTP modules